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Portfolio (Quarterly) Guide ↗

Envestnet Portfolio Solutions, Inc.

· CIK 0001998033
13F Portfolio $20.9B AUM 1,369 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1369 New
Page 46 of 69  ·  1,369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 FNDX SCHWAB STRATEGIC TR 19,846.0 $617K 0.00% NEW $31.10 +4.7%
902 LII LENNOX INTL INC Industrials 1,073.0 $615K 0.00% NEW $572.95 -30.3%
903 BR BROADRIDGE FINL SOLUTIONS IN Technology 4,483.0 $614K 0.00% NEW $136.93 +35.4%
904 AHR AMERICAN HEALTHCARE REIT INC Real Estate 11,701.0 $610K 0.00% NEW $52.15 +7.7%
905 CW CURTISS WRIGHT CORP Industrials 804.0 $609K 0.00% NEW $757.76 -18.8%
906 NI NISOURCE INC Utilities 12,773.0 $607K 0.00% NEW $47.55 -14.1%
907 FREL FIDELITY COVINGTON TRUST 20,723.0 $607K 0.00% NEW $29.30 +2.7%
908 LVHI LEGG MASON ETF INVT 14,944.0 $607K 0.00% NEW $40.59 +6.1%
909 TOPT ISHARES TR 18,417.0 $606K 0.00% NEW $32.92 +0.6%
910 POR PORTLAND GEN ELEC CO Utilities 11,689.0 $606K 0.00% NEW $51.83 -4.1%
911 FEDEX FGHT HLDG CO INC 4,011.0 $606K 0.00% NEW $151.00
912 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,730.0 $606K 0.00% NEW $350.07 -11.3%
913 CRGY CRESCENT ENERGY COMPANY Energy 61,612.0 $605K 0.00% NEW $9.82 +41.0%
914 EXPE EXPEDIA GROUP INC Consumer Cyclical 2,349.0 $601K 0.00% NEW $255.88 +32.5%
915 XYL XYLEM INC Industrials 5,080.0 $601K 0.00% NEW $118.21 -3.4%
916 RKLB ROCKET LAB CORP Industrials 5,901.0 $600K 0.00% NEW $101.65 -32.8%
917 RUSSELL INVTS EXCHANGE TRADE 18,800.0 $599K 0.00% NEW $31.87
918 XPEL XPEL INC Consumer Cyclical 12,080.0 $599K 0.00% NEW $49.60 +2.0%
919 CALM CAL MAINE FOODS INC Consumer Defensive 7,429.0 $598K 0.00% NEW $80.56 +5.0%
920 HBTA HORIZON FDS 18,292.0 $598K 0.00% NEW $32.69 -2.4%
Page 46 of 69  ·  1,369 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.7%
Financial Services 23.0%
Industrials 9.6%
Healthcare 8.9%
Consumer Cyclical 8.0%
Communication Services 5.7%
Consumer Defensive 5.0%
Utilities 3.6%
Energy 2.6%
Real Estate 1.7%